Submit an RFQ for approval using Windows Workflow Foundation

Submit a Request For Quote (RFQ) for approval using the Windows Workflow Foundation (WWF) approval engine. The RFQ is forwarded to the approval group defined for the approval workflow related to the RFQ.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use Enquiry Approver checkbox is selected.

2. In the s00051 Approval Groups screen, ensure you create an approval group and add the required users to the approval group. For more information, see Create an approval group and Add a user to an approval group.

3. In the s00052 Approval Flows screen, perform the following:

   1. In the Approval Flows grid, ensure you create an approval workflow with the Approval Concept defined as Request For Quote and the Workflow Approval Engine defined as WWF.

   2. In the Workflow group, use the Edit Workflow functionality to define an approval workflow for the RFQ.

   3. In the Approval Flow Relations grid, in the Approval Groups tab, ensure you assign the approval workflow to the approval group.

4. In the s00053 Approval Project Setup screen, ensure you relate the RFQ approval workflow to a project. For more information, see Assign an approval workflow to a project.

To submit an RFQ for approval using WWF

5. Navigate to the s50019 Request for Quote screen.l

6. To refresh the screen, select the F5 key.

7. In the Request for Quote Header grid, select a row.

   Ensure the selected RFQ is related to the project for which you set up the RFQ approval workflow.

   In the Tender details tab, ensure the Tender Required By and the Tender Valid To fields are updated.

8. On the s50019 menu, in the RFQ Options group, from the Workflow dropdown, select Submit for approval.

   In the Request for Quote Header grid, in the General tab, the value in the Internal status field changes from Create/Change to Approval.

9. (Optional) To undo the workflow update, on the s50019 menu, in the RFQ Options group, from the Workflow dropdown, select Undo workflow actions.

10. On the Home menu, in the Record group, select Save.

    The RFQ is submitted for approval.